Adding economic expectations to valuation criteria provides further insight into the variation in these returns.
Not exact matches
Two decades of «miracle» levels of investment - driven growth, the role of the financial sector in that growth, and the unrealistic
expectations that Chinese businesses, banks, and government entities had consequently developed, reinforced by sell - side cheerleaders, made it obvious that the interlocking balance sheets that make up the Chinese economy had
added what was effectively a highly «speculative» structure onto the way
economic entities financed their operations.
Slowing
economic growth is
adding to
expectations that the renminbi will weaken, prompting Beijing to clamp down on persistent capital outflows.
The recent rise in oil prices, itself partly a reflection of stronger global
economic conditions, has directly
added to CPI inflation in the past two quarters and may have a further contribution through effects on business costs and price
expectations.
Some key
economic reports this week — Employment (4 % unemployment rate expected with 175k jobs
added)-- ISM Index comes in just below last month's, below
expectations — still strong — ISM Services on tap —
expectations are for 59 (prior 59.5)
I'd
add this to the list of factors supporting more exposure to equities, including our
expectations of a synchronized global earnings recovery and sustained
economic expansion.
The Economist's first ever college rankings focused on the value -
added to the student, with an approach that rewarded colleges and universities whose graduates exceeded salary
expectations for their field and socio -
economic background.